Wise Money Movement - Why Comprehensive Financial Planning?
The Wise Money Show™

Wise Money Movement - Why Comprehensive Financial Planning?

2020-08-29
Comprehensive Financial Planning is more than just investments. It is applying wisdom to your financial decisions with all 6 areas of your financial life in mind. The Wise Money Movement covers Retirement planning, Tax Planning, Investments, Protection Planning (Insurance), Present Financial Position (Cashflow/Budgeting), and Estate Planning. In this episode, you will learn how each of these areas works together to help you achieve your financial goals. Season 6 Episode 1 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial...
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